Menanti The Fed, Pasar Masih Volatile: Minyak Turun Jadi Angin Segar, Tapi KSSK dan Fiskal Daerah Jadi Sorotan | 01 January 1970
*MORNING IDEA SUMMARY*
_by: Erdikha Elit Sekuritas_
Wednesday, July 29, 2026
- IHSG 6,131 *Melemah* (-0.89%)
- IDX Transaction Value 10.92 T
- Net Foreign Buy / Sell -1.07 T
*_Indonesia Macro Economic Indicator_*
- GDP Growth Rate -0.77 percent
- GDP Annual Growth Rate 5.61 percent
- Unemployment Rate 4.68 percent
- Inflation Rate 3.34 percent
- Inflation Rate MoM 0.44 percent
- Interest Rate 5.75 percent
- Balance of Trade -1610 USD Million
- Current Account -4008 USD Million
- Current Account to GDP -0.1 percent of GDP
- Government Debt to GDP 41 percent of GDP
- Government Budget -2.92 percent of GDP
- Business Confidence 10.11 points
- Manufacturing PMI 46.9 points
*_Emiten News Highlight_*
- BCA (BBCA) Cetak Laba Rp29,5 Triliun, Kredit Tembus Rp1.000 Triliun Semester I/2026
- Entitas Garuda (GMFI) Kuasi Reorganisasi Rp 9,2 T, Buka Peluang Bagi Dividen?
- Penjualan Semen Indonesia (SMGR) Naik 5,6% Semester I/2026, Bidik Pasar Jabar
- Suku Bunga Tinggi, APLN Tahan Target Marketing Sales Rp1,5 Triliun
- PT Timah Tbk (TINS) mencetak laba yang diatribusikan kepada pemilik entitas induk Rp 2,7 triliun sepanjang semester I-2026
*_Rekomendasi:_*
BOW TINS (3,460)
Target Price: 3,520 - 3,630
Stop Loss jika di bawah 3,350
Keterangan: , entry level: 3360-3460
BOW PGEO (1,020)
Target Price: 1,040 - 1,070
Stop Loss jika di bawah 985
Keterangan: , entry level: 975-105
BOW OASA (330)
Target Price: 336 - 346
Stop Loss jika di bawah 320
Keterangan: , entry level: 330-330
BOW BBCA (6,300)
Target Price: 6,425 - 6,600
Stop Loss jika di bawah 6,100
Keterangan: , entry level: 6050-6225
BOW BBRI (2,930)
Target Price: 2,980 - 3,070
Stop Loss jika di bawah 2,840
Keterangan: , entry level: 2850-2930
#REF!
"WACHLIST
• 30
• EMMI
• INDY
• KOTA
• NTBK
• NettBUY
• ""---
• RAJA
• SMGR
• ARCI
• EMMI
• KOTA
• NetSELL
• ""---
• INDY
• BNBR"
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